Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T ROWE PRICE RTRMNT BALANCE MUTUAL FUNDS in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANDERSON MERCHANDISERS, LLC ANDERSON MERCHANDISERS EMPLOYEE 401(K) PROFIT SHARING PLAN | PLANO TX | 2,442 | $108.9M | $999K |
| 2 | HUBBELL INCORPORATED HUBBELL INCORPORATED EMPLOYEE SAVINGS AND INVESTMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | SHELTON CT | 1,942 | $58.0M | $79K |
| 3 | SEVAN MULTI-SITE SOLUTIONS, INC. |
DOWNERS GROVE IL |
| 312 |
| $33.9M |
| $78K |
| 4 | NPX ONE, LLC NPX ONE, LLC 401(K) PLAN | READING PA | 691 | $18.2M | $7K |
| 5 | HUBBELL CARIBE LIMITED HUBBELL CARIBE,INC. EMPLOYEES' RETIREMENT PLAN | SHELTON CT | 535 | $25.4M | $3K |
